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Case Study:

New sales and financial advice division

A large insurer decided to move into direct face-to-face financial advice following a number of regulatory failures in previous decades. Its plan was to develop, pilot, launch and grow a new proposition.

Enterprise Learning was engaged from the outset as a partner consultancy to lead development of the operating and financial advice models. This involved partnering our consultants in all of the relevant workstreams of the change programme as well as leading in key areas. Our role included leadership and consultancy in the following areas:

  1. Developing and agreeing the Customer Experience and Advice Journey;
  2. Developing and agreeing the Operating Model to support this including adviser specification and recruitment; adviser training; adviser supervision; advice policy and procedures;…
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WINNER: Best Customer Services – Compliance Register Awards 2016

FINALIST: Best Training Provider – Compliance Register Awards 2016

FINALIST: Best Business Development Project – British Excellence in Sales & marketing Awards (BESMA), 2016

WINNER: Best Consulting Firm of the Year – Thompson Reuters Awards 2011

WINNER: Best Consulting Services – Compliance Register Awards 2007

WINNER: Best Training Services – Compliance Register Awards 2006

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